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How to Set Up a Campaign

Jessie Guerra avatar
Written by Jessie Guerra
Updated over a week ago

Create a campaign to start sending marketing emails and texts to your customers through Cents.

To get started, either use one of the pre-built campaigns that Cents has already set up or build one from scratch.

To create a campaign from scratch, navigate to the Campaigns tab of the Cents Business Manager on the left hand side.

Click the “+” button on the top right hand side.

First, type in a name for the campaign.

Under Audience, select who the campaign will be sent to. The segments under “Select group” will be pulled from the customer groups pre-created in the use “Customers” tab on the left hand side.

To learn how to create a customer segment, please watch the video below:

Next, under Content > Step 1, select the style of message to send, either via email or SMS.

From here, fill in the copy and design of the designated email campaign or SMS.

If email campaign is chosen, explore the Cents-Recommended Templates that have been designed specifically for you, or create your own.

Next, select the “Send Time Options” to determine when this message will be sent. If “After an event” is selected, there will be additional filters on the type of event that needs to be filled out.

Now that the first step of the campaign has been created, either start the campaign by clicking “Create and enable campaign”, use “Save for later” to create a draft, or add another step.

After the campaign has begun, view analytics such as the number of emails sent, opened, and bounced at any time.

To dive deeper into what step the campaign is on and see exactly who the messages have already been sent to, clicn into the “Activity” Tab.

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